13F-HR filed by Madison Wealth Partners, Inc
Madison Wealth Partners, Inc filed this 13F-HR for the quarter ended 2021-12-31, filed 2022-01-19, with 77 holding rows worth $198,923,000.
- Accession
- 0001844424-22-000002
- Filer
- CIK 1844424
- Filed
- 2022-01-19
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2021
A holdings report, 77 entries on the cover page, a total value of $198,923,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $198,923,000 with VALUE read as thousands by filing date, 13F file number 028-20942. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 284,803 | $32,935,000 | thousands by filing date | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 498,815 | $27,724,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 190,100 | $21,687,000 | thousands by filing date | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 175,413 | $13,391,000 | thousands by filing date | |
| FIDELITY COMWLTH TR | 315912808 | COM | 189,016 | $11,511,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 21,778 | $10,388,000 | thousands by filing date | |
| IJH | 464287507 | COM | 35,971 | $10,183,000 | thousands by filing date | |
| ISHARES TR | 46432F834 | COM | 110,143 | $7,814,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 63,457 | $7,379,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 51,384 | $5,884,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 29,550 | $5,247,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 11,577 | $4,606,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 7,811 | $3,710,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 8,418 | $2,831,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 7,742 | $2,485,000 | thousands by filing date | |
| MGE ENERGY INC | 55277P104 | COM | 29,713 | $2,444,000 | thousands by filing date | |
| Danaher Corporation | 235851102 | COM | 5,120 | $1,685,000 | thousands by filing date | |
| ALLIANT ENERGY CORP COM | 018802108 | Stock | 24,470 | $1,504,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 380 | $1,267,000 | thousands by filing date | |
| VGT | 92204A702 | SHS | 2,250 | $1,031,000 | thousands by filing date | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 9,534 | $1,024,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 924 | $976,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 328 | $950,000 | thousands by filing date | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 15,927 | $843,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,515 | $752,000 | thousands by filing date | |
| Deere & Company | 244199105 | COM | 2,102 | $721,000 | thousands by filing date | |
| ISHARES TR | 464287101 | S&P 100 ETF | 2,968 | $650,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 2,961 | $642,000 | thousands by filing date | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 1,591 | $633,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,113 | $632,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 24,289 | $598,000 | thousands by filing date | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 2,516 | $556,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 3,134 | $538,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 6,176 | $517,000 | thousands by filing date | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 6,808 | $508,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,647 | $503,000 | thousands by filing date | |
| Pfizer Inc. | 717081103 | COM | 8,182 | $483,000 | thousands by filing date | |
| iShares U.S. ETF Trust iShares GSCI Commodity Dynamic Roll Strategy ETF | 46431W853 | SHS | 15,431 | $477,000 | thousands by filing date | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 4,369 | $474,000 | thousands by filing date | |
| SCHD | 808524797 | COM | 5,806 | $469,000 | thousands by filing date | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 7,237 | $443,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,260 | $424,000 | thousands by filing date | |
| Vanguard Value ETF | 922908744 | SHS | 2,829 | $416,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 9,009 | $401,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33733E302 | DJ INTERNT IDX | 1,668 | $377,000 | thousands by filing date | |
| Lowes Companies,Inc. | 548661107 | COM | 1,415 | $366,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 2,092 | $358,000 | thousands by filing date | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 4,074 | $354,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 2,026 | $331,000 | thousands by filing date | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,418 | $320,000 | thousands by filing date | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 5,150 | $308,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 731 | $303,000 | thousands by filing date | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 2,030 | $292,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 1,731 | $291,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,734 | $290,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 1,749 | $271,000 | thousands by filing date | |
| FIDELITY COVINGTON TRUST | 316092600 | MSCI HLTH CARE I | 3,919 | $269,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 3,050 | $266,000 | thousands by filing date | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 1,229 | $263,000 | thousands by filing date | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 997 | $260,000 | thousands by filing date | |
| NIO INC SPON ADS | 62914V106 | ADR | 8,196 | $260,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 4,025 | $255,000 | thousands by filing date | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 2,189 | $252,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 2,122 | $249,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 1,418 | $246,000 | thousands by filing date | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 942 | $240,000 | thousands by filing date | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 3,781 | $236,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 397 | $225,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 516 | $225,000 | thousands by filing date | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 1,800 | $220,000 | thousands by filing date | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 760 | $214,000 | thousands by filing date | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 2,093 | $211,000 | thousands by filing date | |
| INNOVATOR ETFS TR ETF S&P 500 ULTRA BUFFER ETF MARCH | 45782C375 | ETF | 7,001 | $209,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 70 | $203,000 | thousands by filing date | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 3,716 | $202,000 | thousands by filing date | |
| AMERICAN AIRLINES GROUP INC COM | 02376R102 | Stock | 10,918 | $196,000 | thousands by filing date | |
| Adverum Biotechnologies, Inc. | 00773U108 | Common Stock | 14,412 | $25,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001844424-22-000002 | this filing | 2022-01-19 | acceptance time not in the bulk data set |